+576.6%
NTAP vs PAAS
+178.0%
+398.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.9% | +1.2% | +3.8% |
| 7D | -5.0% | +8.8% | -13.8% | -5.6% |
| 30D | -25.8% | -8.5% | -17.3% | -25.2% |
| 3M | -6.9% | -17.0% | +10.1% | -5.7% |
| 6M | +50.0% | -27.9% | +77.9% | +53.2% |
| YTD | +66.9% | -17.5% | +84.4% | +67.6% |
| 1Y | +58.3% | +22.8% | +35.4% | +53.3% |
| 3Y | +145.1% | +224.2% | -79.1% | +115.6% |
| 5Y | +114.2% | +73.6% | +40.6% | +93.8% |
| 10Y | +576.6% | +186.4% | +390.2% | +511.1% |
| All | +576.6% | +178.0% | +398.6% | +511.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PAAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling